Jonathan Shapiro

Blue Owl is the poster child of the private credit boom as its assets have swelled to $US300 billion but it finds itself in the eye of a private credit storm.

In the rush to capture the billions of dollars displaced by the demise of bank hybrids, ASX-listed private credit funds are pushing different models.

Uranium explorer NexGen is the latest ASX darling to be targeted by US hedge funds. Electro Optic is another target that has come out swinging on Tuesday.

Federation was a proven and pedigreed investor that won the backing of institutions and analysts. So how did it blow up two-thirds of its flagship fund?

It was another brutal year as investors navigated the chaos of US President Donald Trump, the ever inflating artificial intelligence bubble, gold’s remarkable run and some blue chip blow ups.

The fear that AI will threaten the monopolies of the online property platforms has destroyed billions of dollars in a matter of weeks.

Vanguard and BlackRock manage some $54 billion but have diverging views about whether it will be the big tech companies or others who will see outsize returns.

The big end of town is struggling to make reliable predictions. Retail brokers are turning that into a massive, and worrying, money spinner.

Richard White has a vision to change the way logistics companies pay for software. Is it an act of genius to future-proof his business or an act of desperation?

He beat the hedge funds and survived the pandemic. But a $162 million accounting scandal might be the one thing Jamie Pherous can’t talk his way out of.